HappyDoc

We're thrilled to have you on board! These four steps get your team from a new account to your first finished note.

This article is for anyone at a practice that has just joined HappyDoc. You'll need your login email and a computer with Chrome. For the full tour of how everything fits together, read <a href="https://help.gohappydoc.com/en/articles/8562620">Getting Started: How HappyDoc Works 🌟</a> afterwards.

Open Chrome on your computer and go to <a href="https://app.gohappydoc.com/" rel="nofollow noopener noreferrer" target="_blank">app.gohappydoc.com</a>.

Log in with your email address and password.

Bookmark the page (Cmd+D on a Mac, Ctrl+D on Windows) and keep it on your favorites bar.

1. Open Chrome on your computer and go to <a href="https://app.gohappydoc.com/" rel="nofollow noopener noreferrer" target="_blank">app.gohappydoc.com</a>.
2. Log in with your email address and password.
3. Bookmark the page (Cmd+D on a Mac, Ctrl+D on Windows) and keep it on your favorites bar.

Type a patient's name in the Quick Start box at the bottom right and click Record.

Click Allow when Chrome asks to use your microphone.

Have the appointment as normal, then click Stop and Generate.

1. Type a patient's name in the Quick Start box at the bottom right and click Record.
2. Click Allow when Chrome asks to use your microphone.
3. Have the appointment as normal, then click Stop and Generate.

The full walkthrough is in <a href="https://help.gohappydoc.com/en/articles/13721498">First Recording, Step by Step 🎙️</a>. Prefer a guided tour? Click the Help menu at the top of HappyDoc and click Start next to Quick Start.

Click the Account menu at the top right and choose Settings.

Click Team &amp; Access on the left, then Add User.

Type their email address and click Send Invite.

Set their role in the Role column.

1. Click the Account menu at the top right and choose Settings.
2. Click Team &amp; Access on the left, then Add User.
3. Type their email address and click Send Invite.
4. Set their role in the Role column.

If you don't see Team &amp; Access, message us and we'll switch it on.

On an iPhone or iPad: <a href="https://apps.apple.com/app/id6479448993" rel="nofollow noopener noreferrer" target="_blank">Download for Apple devices</a> 📱

On Android: <a href="https://play.google.com/store/apps/details?id=com.happydoc.happydoc" rel="nofollow noopener noreferrer" target="_blank">Download for Android devices</a> 🤖

Open the app and log in with the same email address.

1. On an iPhone or iPad: <a href="https://apps.apple.com/app/id6479448993" rel="nofollow noopener noreferrer" target="_blank">Download for Apple devices</a> 📱
2. On Android: <a href="https://play.google.com/store/apps/details?id=com.happydoc.happydoc" rel="nofollow noopener noreferrer" target="_blank">Download for Android devices</a> 🤖
3. Open the app and log in with the same email address.

Record in exam rooms with the app, then review and edit your notes on a computer.

___________________________________________________________

Microphones: Most built in microphones work well. For an upgrade, many of our customers like the Blue Snowball iCE, a simple plug and play USB mic.

Check your setup: Go to app.gohappydoc.com/check-setup to test your internet, uploads and microphone.

Help Center: Videos and how to guides live in our <a href="https://help.gohappydoc.com/en/">Help Center</a>.

Q: Who do I talk to about billing or our plan? A: Our team handles billing personally. See <a href="https://help.gohappydoc.com/en/articles/17115941">Billing, Plans and Canceling 💳</a> for how plans work and what to send us.

Q: Can I book a walkthrough for my team? A: Yes. <a href="https://meetings-na2.hubspot.com/elizabeth-ewing/happyadvisor-initial-call" rel="nofollow noopener noreferrer" target="_blank">Book time with your Customer Success Manager</a>.

Q: I don't see Team &amp; Access in Settings. A: It needs switching on for your practice. Message us and we'll switch it on.

💬 Need a hand? Chat with us in the app (bottom right corner) or email <a href="mailto:support@happydoc.ai" rel="nofollow noopener noreferrer" target="_blank">support@happydoc.ai</a>. We're always happy to help.

• <a href="https://help.gohappydoc.com/en/articles/8562620">Getting Started: How HappyDoc Works 🌟</a>

• <a href="https://help.gohappydoc.com/en/articles/13720475">Setting Up Your Practice: Before Your First Visit ⚙️</a>

• <a href="https://help.gohappydoc.com/en/articles/13721498">First Recording, Step by Step 🎙️</a>

• <a href="https://help.gohappydoc.com/en/articles/17115941">Billing, Plans and Canceling 💳</a>

Welcome to the pack! Here's your first day with HappyDoc in four quick steps, plus the apps and where to get help.

Welcome to HappyDoc 🐾

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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Welcome to HappyDoc 🐾

Before you start

Step 1: Log in and bookmark

Step 2: Try your first recording

Step 3: Invite your team

Step 4: Download the mobile app

Troubleshooting / FAQs